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BLOOMBERG Bloomberg Surveillance July 11, 2024

You will do a data check better than me. What i would look at is the news flow that is out there, and the clear message i get in every conversation is corporations are adapting and adjusting to a slowing economy knowing theres vaccines are out there. Obviously, the celebration yesterday. Jonathan and that is the market celebration, societys celebration about the outlook, not the here and now. President elect joe biden talking about a dark are to come a dark winter to come. Saying he bold might be full. Just a little bit of pessimism, or at least questioning the euphoria of the last couple of weeks. Tom you see it in the minutia right now. Spx and dow have green on the have red on the screen. The nasdaq has green on the screen. The real debate is what happens second and Third Quarter next year. That is what all of the yearend outlooks are going to be. I know you read every word of every yearend outlook. Jonathan i wonder how many wi ....

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MSNBC The ReidOut July 11, 2024

Complicit their years, they have another one. Marjorie taylor green, a history of homephobic comments. We want no more part of amplifying this person. You need to hear it for yourself. Just buckle up and take a listen to this. Q is a patriot. We know that for sure. There is an islamic inversion into our Government Offices right now. They are you saw after midterm elections, we saw so many muslims elected. There were quite a few. The generations of black and hispanic men. You want to know what holds them down . Gangs. Being in gangs and dealing drugs is what holds them down. The gangs are holding them back. Its not white people. How do you get avid gun owners and people who support the Second Amendment to give up their guns and go with the constitution . Maybe you perform a mass shooting into a crowd that is very likely to be conservative. Is that what happened in las ve ....

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BLOOMBERG Bloomberg Daybreak Asia July 12, 2024

On china. Sources say curbs on jack mas group over concerns on National Security. Shery we are getting south koreas current account balance numbers and the surplus right now narrowing the month of august from july, coming in at 6. 56 billion. This is a little bit of a narrowing from that 7. 5 billion we saw in the month of july. The balance widening. The surplus coming in at 7. 0 2 7. 02on dollars and billion dollars and this is widening from the previous month. When it comes to export numbers, we have seen the plunge easing a little bit and in september, south koreas exports rising for the first time in seven months and we are seeing the goods balance surplus widening a little bit, haidi. Haidi take a look at the open we are setting up in the first few minutes of trade here in australia. We have seen that bounce following the super expansionary budget that was delivered this week by the federal government. The asx in the previ ....

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BLOOMBERG Bloomberg Surveillance July 12, 2024

About President Trump and congressional republicans. I guess you are getting that body language from Mitch Mcconnell. But why is the bond market moving . We are at 0. 83 on the 10 year yield, the steepest back to march of 2018. We are pricing in stimulus at some point. Jonathan through 80 basis points. Wonder if, off the back of a move in treasuries, people start to talk about reflation all over again. Lisa i dont know that the underlying data is really supporting that. We will get a read at that with iea crude oil inventories. A report yesterday showed a surprising building u. S. Inventories. Many people are not consuming as as the covid crisis continues to spread. Meanwhile, today, i know you guys care a lot. We get a lot of fed speak. Weve got loretta mester, neel kashkari, tom barkan, randy quarles, and jim bullard all today. Every day it seems like they speak more and ....

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BLOOMBERG Bloomberg Markets Balance Of Power July 12, 2024

The days to come. David we have heard that the president is still contagious. Him fromey isolate people around him . And how will he do the debate next week . He says he is going to do it. Are a lot ofre challenges with keeping somebody who is infected in a safe space and not creating danger to those around him. We have seen this with the the fda plans to work as quickly president when he was going into as possible and will not cut the residence last night when he scientific corners to rush a had taken off his mask. Vaccine. We note there were photographers around him at that point. Hurricane delta continues to it is going to be important that strengthen as it moves toward not only the president wear a the gulf of mexico. Forecasters say it is a dangerous category 4 storm with mask but that his staffers and Anyone Around him also wear them in addition to keeping the distance, at least six feet from him. We do not know how long the ....

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